Data Engine

• Data Engine (UETL) powers how financial data flows into Wealth Access
• It collects, standardizes, and organizes data from multiple sources into one unified view
• This allows you to see all your financial information in a single place, without needing to log into different systems

What the Wealth Access Data Engine gives the end user

• One complete view
  See accounts, assets, and financial activity together instead of across multiple platforms
• Consistent, reliable data
  Data is standardized so balances, values, and details are aligned across the experience
• Up-to-date insights
  Regular data updates ensure you’re seeing the most current information available
• Less manual work
  Reduces the need to gather or reconcile information from different sources

How the Data Engine works

• Transforms data
  Cleans and standardizes data so it can be used consistently across the platform
• Unifies data
  Combines everything into a single financial view tied to your profile
• Delivers data
  Powers dashboards, reports, and insights throughout Wealth Access

What you'll experience

• Your accounts appear together in one place
• Balances and values are consistent across different views
• Updates to your accounts reflect automatically over time
• Insights and trends are based on a complete financial picture